Todd REID signed Carter Funds LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carter Funds LLC's EIN is 84-2529306.
Download the official 2024 Form 5500 (PDF) for Carter Funds LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carter Funds LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID | 26-2409128 | — | ADVISOR | $1K | — |
| CETERA ADVISOR NETWORKS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $925K | 12.5% | |
| American Funds 2050 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $817K | 11.1% | |
| JPMorgan U.S. GARP Equity R5 Registered Investment Company (1) | Common Stocks | — | — | $786K | 10.6% | |
| Vanguard Total Stock Mkt Idx Inv Registered Investment Company (1) | Common Collective Trusts | — | — | $610K | 8.3% | |
| American Funds 2055 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $514K | 7.0% | |
| Calvert Equity I Registered Investment Company (1) | Common Stocks | — | — | $456K | 6.2% | |
| American Funds 2035 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $411K | 5.6% | |
| American Funds 2040 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $367K | 5.0% | |
| Vanguard Small Cap Index Admiral Shares Registered Investment Company (1) | Mutual Funds | — | — | $296K | 4.0% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company (1) | Mutual Funds | — | — | $292K | 4.0% | |
| American Funds 2065 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $238K | 3.2% | |
| American Funds 2045 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $216K | 2.9% | |
| American Funds 2025 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $213K | 2.9% | |
| MFS Intl Diversification R6 Registered Investment Company (1) | Mutual Funds | — | — | $203K | 2.7% | |
| Vanguard Windsor™ II Admiral Registered Investment Company (1) | Mutual Funds | — | — | $198K | 2.7% | |
| American Funds 2060 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $183K | 2.5% | |
| American Funds 2020 Trgt Date Retire R6 Registered Investment Company (1) | Mutual Funds | — | — | $137K | 1.9% | |
| Principal Real Estate Securities Inst Registered Investment Company (1) | Common Stocks | — | — | $105K | 1.4% | |
| Guggenheim Total Return Bond Instl Registered Investment Company (1) | Common Stocks | — | — | $83K | 1.1% | |
| various maturities through December 2029 (1) | Other securities | — | — | $73K | 1.0% | |
| American Funds New World R6 Registered Investment Company (1) | Mutual Funds | — | — | $27K | 0.4% | |
| Federated Hermes Govt Obl Premier Registered Investment Company (1) | Common Stocks | — | — | $18K | 0.2% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company (1) | Common Collective Trusts | — | — | $16K | 0.2% | |
| Vanguard 500 Index Admiral Registered Investment Company (1) | Common Collective Trusts | — | — | $12K | 0.2% | |
| American Funds EUPAC R6 Registered Investment Company (1) | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity 500 Index Registered Investment Company (1) | Common Collective Trusts | — | — | $5K | <0.1% | |
| Nationwide Select Fixed Contract Guaranteed Investment Contract (1) 977 American Funds 2010 Trgt Date Retire R6 Registered Investment Company (1) | Stable Value | — | — | $4K | <0.1% | |
| Vanguard Information Technology Idx Adm Registered Investment Company (1) | Common Collective Trusts | — | — | $2K | <0.1% | |
| Rydex NASDAQ-100 2x Strategy H Registered Investment Company (1) 696 Rydex S&P 500 2x Strategy H Registered Investment Company (1) 674 Fidelity Select Semiconductors Registered Investment Company (1) | Common Collective Trusts | — | — | $1K | <0.1% | |
| American Funds Inflation Linked Bd R6 Registered Investment Company (1) | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EL SEGUNDO, CA |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC. | 11-3401702 | — | TPA | $6K | — |
| INTAC ACTUARIAL SERVICE | 22-2446239 | — | TPA | $410 | — |
